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Decisions > Investments

Most financial mistakes don't come from picking the wrong investment.

They come from making important decisions alone.

  • Questions I help answer:
  • Can I retire?
  • Can I work less?
  • Am I on track?
  • How much can I spend?
  • What should I do next?

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Brandon Tramper

BFA™, APMA®
Financial Advisor
Behavioral Financial Advisor
The Voyage Wealth Advisory Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Client satisfaction 5.0 / 5 rating based on 22 reviews
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Contact
734.477.5231
tramper.brandon@ampf.com

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

You Don't Need More...
You Work With Me, Not a...
What Success Looks Like
Two Ways to Work Together
What Happens Next
You Don't Need More Financial Information

Most people don't need more financial information. It would probably help to have less.

The internet has answers to almost every financial question imaginable. The hard part is figuring out which answers apply to your situation and what decision makes the most sense for your family.

That's where I come in.

Life doesn't follow a spreadsheet, and no matter where you get your financial information, it isn't asking the important questions back.

What are you working so hard for?

What would more freedom look like?

Are you actually okay?

Together, we answer those questions and build a plan around the life you want to live, not what the media tells you to want.

Money is the tool.

Life is the goal.

Learn More: Why I became a Financial Advisor

You Work With Me, Not a System

When I take someone on as a client, I take the responsibility seriously.

I believe financial advice should feel personal. When we work together, you matter, regardless of account size, career stage, or where you're starting.

Here’s what I commit to for every client:

  • At least two proactive meetings per year.
  • Direct access, including my personal phone number.
  • Clear communication in plain language.
  • Thoughtful guidance that puts life first and money second.
  • Honest conversations, even when the answer isn’t favorable.
  • Follow‑through, organization, and consistency.

I intentionally limit the number of clients I work with so I can stay engaged, accessible, and present.

If we decide to work together, you can expect attention, guidance, and a long‑term planning relationship.

What Success Looks Like

A successful financial plan isn't just about having more money.
It's much deeper. It's that feeling in your gut that says, "I'm going to be okay."

That's why we regularly talk about five areas of life:

• Financial Confidence: How confident do you feel about your financial future?

• Time Freedom: Do you have enough time for the people and activities that matter most?

• Meaningful Spending: Are you using money in ways that improve your life?

• Family & Money Alignment: Are the important people in your life moving in the same direction financially?

• Life Satisfaction: How do you feel about life overall?

At the end of the day, nobody opens an investment account because they want an investment account.

They do it because they want more options.
More Freedom
More Confidence
Less Stress
A Better Life

Those are the outcomes we're ultimately trying to create.

Two Ways to Work Together

Financial Planning

$300/month
For people who want clarity and a trusted sounding board for big life decisions.

What’s included:

  • Goals-based planning
  • Cash flow guidance (what’s coming in vs going out)
  • Retirement timing
  • Tax and insurance coordination
  • Life + career decision support
  • Ongoing meetings

What’s not included:

  • Investment advice
  • Portfolio reviews
  • Fund recommendations
  • Performance discussions
  • Investment implementation

Best fit: Someone who wants direction and accountability but prefers to manage their own investments. No pressure to upgrade.


Wealth Management

$100/month + AUM (multi-policy discount)
I help manage both the plan and the investments.

What’s included:

  • Everything in Financial Planning, plus
  • Investment strategy and portfolio construction
  • Ongoing investment management
  • Tax-aware investing
  • Behavioral coaching during market ups and downs
Best Fit: Someone who wants everything handled in one place and values having planning and execution.
What Happens Next

Getting started is simple and pressure-free.

1. Virtual Introduction Conversation

We start with a short conversation to learn about your goals, answer your questions, and make sure we're a good fit.

2. Discovery Meeting

If we decide to move forward, we'll take a deeper dive into your finances, priorities, and the decisions you're trying to make.

3. Your Personalized Plan

I'll build recommendations tailored to your goals, values, and what matters most to you.

4. Ongoing Virtual Guidance

Life changes. Priorities change. Sometimes goals change too.

We'll continue meeting regularly to review progress, adapt the plan when needed, and help you make confident financial decisions along the way.

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Built with <b><i>you in mind</i></b>
Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise

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